🛠 Tech Stack

💼 About This Role

You'll serve as the central coordination hub for client proposal activity at a CPA firm, managing the operational and administrative components of the proposal process. You'll ensure opportunities are logged, organized, and routed appropriately while supporting client growth efforts. This role offers exposure to professional services business development in a supportive, remote-friendly culture.

🎯 What You'll Do

• Coordinate proposal intake and maintain opportunity details in Salesforce
• Schedule and prepare materials for proposal-related meetings
• Manage version control and organize proposal documents
• Track proposal activity and support win/loss reporting

📋 Requirements

• 1–3 years of administrative or coordination experience (professional services preferred)
• 3 years of proposal experience
• Strong organizational skills to manage multiple priorities and deadlines
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)

✨ Nice to Have

• Exposure to marketing, communications, or project coordination
• Experience with CRM, marketing automation, or project management tools
• Familiarity with branding guidelines or proposal support

🎁 Benefits & Perks

• 🏖️ Flex PTO and paid family leave
• 📅 14 firm holidays including 2 floating
• 💰 CPA exam resources and bonuses
• 🏠 Remote work options
• 📚 Tuition reimbursement and BPM University